Sales Executive

Popular; Charlotte Amalie (United States Virgin Islands); On-site; USD 55,000 - 85,000; Full time

Job summary

Popular is seeking an outside sales professional in St. Thomas, VI to sell financial services directly to customers at their place of business or on site. The role focuses on generating leads, explaining products, and closing sales outside the company premises.

You will travel within the assigned territory, conduct presentations, and build lasting relationships with clients while aiming to meet yearly sales targets and expand cross-sell opportunities.

Qualifications

• Bachelor's Degree in Business Administration required.
• Minimum of two years of sales experience preferred.
• Strong sales, customer service, negotiation, and relationship-building skills.
• Ability to learn and effectively utilize sales, contract, and other business-related platforms.
• Intermediate proficiency in Microsoft Office (Word, Excel, PowerPoint, Outlook).

Responsibilities

• Travels throughout assigned territory to contact regular customers, prospective customers, and referral leads.
• Interview and provide orientation to clients and prospects to offer best available product.
• Attain annual and monthly sales goals.
• Makes presentations on products and services to groups to attract new clients outside of company’s premises, preferably at client’s place of business.
• Promotes cross-selling of other financial services offered by the corporation.
• Builds and maintains relationships with customers.

Skills

Sales

Customer service

Negotiation

Relationship building

Interpersonal skills

Communication

Presentation

Teamwork

Learning platforms

Education

Bachelor's Degree in Business Administration

Tools

MS Office

Job description

Location: St. Thomas, VI

Company: Popular

Workplace Type: On-site

Job Type

Sells financial, insurance or mortgage services to new or current customers of financial institution by performing the following duties outside of company’s premises:

Essential Duties and Responsibilities

The following functions must be perform on a regular basis (more than 70% of the time) outside of company’s premises, preferably at client’s place of business whenever is possible.

Travels throughout assigned territory to contact regular customers, prospective customers, and referral leads. Interview and provide orientation to clients and prospects to offer best available product. Attain annual and monthly sales goals. Makes presentations on products and services to groups to attract new clients outside of company’s premises, preferably at client’s place of business whenever is possible. Attend sales and trade meetings and activities to develop new business prospects. Complete applications or loan origination outside of company’s premises, preferably at client’s place of business whenever is possible. Promotes cross‑selling of other financial services offer by the corporation. Builds and maintains relationships with customers.

The following functions could be performed inside or outside company’s premises.

Compiles lists of prospective clients to provide leads for additional business and cross‑selling opportunities. Prepares proposals to sell products and services. Pre‑qualify potential clients according to customers’ financial capabilities. Prepare good faith estimate or quotes. Evaluates costs and revenue of agreements to determine if they are profitable to continue. Reviews business trends and advises customers regarding expected fluctuations. Prepares reports of business transactions, forms and agreements to complete sales. Follow standard operating procedures and Quality Service Standards. Assure compliance with all applicable regulations on a timely basis.

Supervisory Responsibilities:

This job has no supervisory responsibilities.

Education

Bachelor's Degree in Business Administration

Experience

Minimum of two years of sales experience preferred.

Certifications / Licenses

No certifications or license needed.

Other Qualifications

• Strong sales, customer service, negotiation, and relationship‑building skills.
• Ability to assess client needs, demonstrate empathy, and recommend appropriate products and solutions.
• Experience negotiating contracts, pricing, and terms with clients preferred.
• Ability to develop strong product and service knowledge, including pricing and applicable fees, and communicate this information clearly and professionally.
• Ability to identify sales opportunities, generate referrals, and develop new business relationships.
• Strong interpersonal, communication, presentation, and teamwork skills.
• Ability to identify and analyze problems, determine root causes, and apply established guidelines to business situations.
• Strong organizational and time‑management skills, with the ability to manage multiple priorities, work under pressure, and respond with an appropriate sense of urgency.
• Ability to work effectively in a field‑based, sales‑oriented environment, engaging with prospective and existing clients.
• Knowledge or experience with merchant services, payment solutions, point‑of‑sale terminals, digital payment solutions, and e‑commerce transactions preferred.
• Banking experience preferred but not required.
• Ability to learn and effectively utilize sales, contract, and other business‑related platforms.
• Intermediate proficiency in Microsoft Office applications, including Word, Excel, PowerPoint, and Outlook.

Region Locations

St. Thomas, U.S. Virgin Islands

Work Schedule

Work Schedule: Monday through Friday, 8:00 a.m. to 5:00 p.m.

Values

1. Passion for People

3. Succeed Together

2. Own Every Moment

4. Build the Future

Additional Requirements

The information provided here is only a general guide as to the nature of the position and does not constitute an exact description of the goals, tasks, duties and responsibilities of the position. The specific details of each position are described in the employee’s performance evaluation.

Important: The candidate must provide evidence of academic preparation or courses related to the job posting, if necessary.

Our hybrid work model benefit applies to certain positions and is subject to changes based on the organizational needs.

Applicants must be authorized to work for any employer in the United States. This position is not open to applicants who need visa sponsorship or transfer of visa sponsorship at this time.

ABOUT US

Popular is Puerto Rico’s leading financial institution and have been evolving since it was founded over a century ago. From a small bank it has developed into a large corporation that offer a wide variety of services and financial solutions to our customers, with presence in the United States, the Caribbean and Latin America.

As employees, we are dedicated to making our customers dreams come true by offering financial solutions in each stage of their life. Our extensive trajectory demonstrates the resiliency and determination of our employees to innovate, reach for the right solutions and strongly support the communities we serve; therefore, we value their diverse skills, experiences and backgrounds.

We reaffirm our commitment to always offer essential financial services and solutions for our customers and communities, including during emergency situations and/or natural disasters. Popular’s employees are considered essential workers, whose role is critical in the continuity of these important services even under such circumstances. By applying to this position, you acknowledge that Popular may require your services during and immediately after any such events.

If you have a disability or need more information about requesting an accommodation, please contact us at [e-mail]. This email inbox is monitored for such types of requests only. All information you provide will be kept confidential and will be used only to the extent required to provide needed exemptions or reasonable accommodations. Any other correspondence will not receive a response.

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